Overview
The Financial Capability Coordinator will lead the implementation of IRC in Washington’s Financial Capabilities program, designed to help disadvantaged individuals strengthen financial knowledge, increase assets, and build financial resilience.
Key Responsibilities
- Conduct outreach and recruit program participants; screen and assess clients for eligibility.
- Provide one-on-one financial coaching, including budgeting, credit report review, goal setting, and financial planning.
- Design and facilitate group financial literacy workshops tailored to client needs and interests.
- Coordinate referrals to external service providers.
- Maintain accurate and timely documentation, including case files, client data, and reporting across multiple databases.
- Prepare monthly, quarterly, and annual reports for funders.
- Support the development and tracking of performance metrics.
- Build and maintain relationships with local and national financial service providers.
- Perform other duties as assigned.
Required Experience
- Minimum of 2–4 years of progressive experience in financial capability or small business development.
- Experience supporting non-native English speakers from diverse backgrounds; strong preference for candidates with experience advising immigrants, refugees, and other socially disadvantaged individuals.
- Proficiency in documentation, data tracking, and reporting for compliance and program outcomes.
Qualifications
- Relevant degree in finance, economics, social work, or a related field; equivalent professional and/or lived experience will also be considered.
- HUD Housing Counselor Certification is a plus or willingness to get certified by HUD within 6 months of hire.
